+72.8%
AG vs VSAT
+45.0%
+27.8%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.9% | +9.0% | +3.3% |
| 7D | -0.1% | +3.5% | -3.6% | -0.9% |
| 30D | +12.5% | -14.7% | +27.2% | +15.6% |
| 3M | +28.2% | +13.2% | +15.0% | +23.3% |
| 6M | -18.8% | +57.4% | -76.2% | -26.9% |
| YTD | +27.4% | +110.0% | -82.6% | +9.0% |
| 1Y | +132.2% | +134.4% | -2.2% | +94.4% |
| 3Y | +286.9% | +203.5% | +83.3% | +184.1% |
| 5Y | +72.8% | +47.1% | +25.6% | +39.8% |
| All | +72.8% | +45.0% | +27.8% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VSAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling